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Google expects AI budget to rise amid capacity shortages, with capex doubling to $190B
Alphabet plans to spend up to $190 billion on AI infrastructure in 2026, doubling its 2025 capex, as persistent compute shortages reshape tech and crypto
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Big Tech is about to reveal just how much it's betting on AI, and the numbers are staggering
Alphabet, Microsoft, Amazon, and Meta are guiding for over $635B in 2026 capex on AI infrastructure. Here's what it means for crypto and GPU markets.
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Google expects AI budget to rise amid capacity shortages, with capex doubling to $190B
Alphabet plans to spend up to $190 billion on AI infrastructure in 2026, doubling its 2025 capex, as persistent compute shortages reshape tech and crypto